Yun Jui Tsai @YunRueiTsai: "🚀 All-time high @YunRueiTsai 2026 YTD..."

Taiwan

🚀 All-time high @YunRueiTsai 2026 YTD Return: +36.76%. $NSDQ100 100: +16.76% $SPX500 S&P 500: +9.17% 2024 YTD Return: 82.97% 2023 YTD Return: 81.21% 2025 YTD Return: 18.66% Portfolio hitting a new high is exciting, but this is also the moment I need to be more disciplined. When the market is near all-time highs, I don’t ask: “Can it go higher?” I ask: “What still has fuel, and what is already too crowded?” This week, I’m watching three things: 1️⃣ PCE inflation If inflation cools down, growth stocks and AI names may continue to lead. If inflation comes in hot, high-valuation stocks could face pressure. 2️⃣ AI earnings The market still wants proof. AI infrastructure is strong, but now investors want real revenue, strong guidance, and clear backlog. 3️⃣ U.S.–Iran / oil risk Oil prices have pulled back on peace-deal hopes, which is good for inflation. But if the situation reverses, energy and inflation risk can return quickly. My current view: This is not the time to blindly chase. This is the time to check sector rotation. I’m still focused on: ✅ AI hardware ✅ AI networking ✅ Data center power ✅ Infrastructure winners All-time high is not the end of the game. It is a reminder to protect gains and stay with the strongest trend. What are you watching this week? #AllTimeHigh #USStocks #Nasdaq100 #SP500 #AIInfrastructure #PCE #SectorRotation #Investing $SOXL (Direxion Daily Semiconductor Bull 3X ETF) $MU (Micron Technology, Inc.) $TQQQ (ProShares UltraPro QQQ)

Not investment advice. The author may have financial interests in the mentioned instruments.